Get to know William Poindexter

Ready to focus on your financial goals? I can help.

Your goals - my focus. Let's put the strategies together to work for you. Whether your priority is personal finances, your business, or both, I'm committed to helping you work towards your financial goals.

Let's connect to get started:

Background:

William wants to assist families in creating a strong financial lifestyle and strengthen businesses and business owners' current financial condition and outlook. He uses a comprehensive financial planning approach towards serving his clients, as well as a holistic view of the family or businesses to chart a path toward financial wellness. William has 29 years in the financial services and insurance industry, and he will use his knowledge and experience to help guide families toward achieving their financial goals. 

Education & Credentials:

• FINRA Series 6, 7, 63, & 65 securities registrations
• Life & Health Insurance License
• Accredited Wealth Management Advisor (AWMA®)
• Bachelor's Degree in FInancial Management - Franklin University

Interests:

• Avid Buckeye fan
• Involved in charitable work at The OSUCC - James Cancer Hospital and Solove Research Insitute
• Board Member for Short North Alliance
• Certified Tourism Ambassador

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